The night before last, Bitcoin and US stocks both soared, almost leaving Trump’s supporters bankrupt! 'An old friend in the crypto circle recounted his panic: At 1 AM, Trump suddenly announced a delay in tax increases for allies, and the global market exploded. The Nasdaq surged 12% in an epic rise, while the crypto market skyrocketed by 14%. This old friend managed to recover $100,000 from the brink of liquidation before going to bed.
Behind this financial earthquake is Trump's 'tariff lightning war': The originally planned 84% punitive tariffs on the world suddenly granted a 90-day reprieve to other countries, with only China being put on the rack! The reason is that we had two hard countermeasures in a row, resulting in becoming the only 'nail household' subject to full tariffs. The international game has turned into a schoolyard fight—whoever strikes back gets hit; this move has pushed China into a one-on-one predicament.
Military tensions are rising: If the US and China head towards a hot war (even if it’s just a proxy war), US assets may be frozen! The lesson from Russia is right in front of us, and Chinese concept stocks may become the first sacrificial targets. Although it's not time to sell everything yet, smart money is already planning a way out—shifting to Hong Kong or neutral country accounts.
The economic battlefield is fraught with hidden dangers: China's CPI unexpectedly turned negative last month, while US inflation hit a six-month low, pressuring the Federal Reserve to cut rates. More bizarrely, Trump wants to fire the Federal Reserve Chairman! The film industry has also become a new battleground, as the National Film Administration announced a reduction in the import of American blockbusters, quietly escalating the cultural trade war.
The global market now resembles a roller coaster: A-shares just rebounded for two days, but the sword of tariffs hangs over them and may strike again in 90 days. Veteran investors are trembling—whether this rebound is just a flash in the pan or the calm before the storm? Let's see the next round between the elderly Trump and the Eastern dragon!
Military report
Russia and Ukraine continue to tear each other apart
Russian troops launched missiles at Ukrainian factories, resulting in 1 death and 5 injuries; Ukraine retaliated by bombing 11 Russian soldiers involved in the '10·7 attack', with the conflict intensifying!Chinese Navy's Southeast Asia deployment
The China-Cambodia Yunrang naval base is officially operational, controlling the South China Sea + the Malacca Strait, able to dock aircraft carriers and repair warships! American experts lament, 'This place can deter the Indian Ocean.'Middle East is heating up again
Israel conducted airstrikes in Syria, with China angrily urging at the UN, 'Withdraw your troops immediately!'; death toll in Gaza exceeds 1500, and the Israeli military declares, 'We will expand our operations.'
Hunting for opportunities to gauge fear and greed index
Index range: 0-100
Consider increasing positions: 20, poor market conditions, appropriately lower entry points
Consider reducing positions: 55, poor market conditions, appropriately lower expectations
Maximum position per stock: 5%
Steady progress, as long as positions are held, opportunities remain!
Here’s today’s air coin situation! A slight increase upon arrival, but half has already gone back.
